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Your Employee Stock Options

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ISBN-10: 006662097X

ISBN-13: 9780066620978

Edition: 2001

Authors: Alan B. Ungar, Mark T. Sakanashi

List price: $35.00
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Book details

List price: $35.00
Copyright year: 2001
Publisher: HarperCollins Publishers
Binding: Hardcover
Pages: 320
Size: 6.25" wide x 9.50" long x 1.25" tall
Weight: 1.298
Language: English

Introductionp. xi
Understanding Your Optionsp. 1
Solving the Stock Option Dilemmap. 3
Exercising Too Soonp. 5
Exercising Without a Planp. 7
The Tax/Max Disasterp. 9
The Critical Capital Strategy--Solving the Stock Option Dilemmap. 12
Calculating Your Critical Capitalp. 14
Annual Expensesp. 15
Rate of Returnp. 16
The Critical Capital Strategy in Actionp. 17
You Can Make Good Decisions!p. 20
Getting to Know Your Options: Unraveling the Mysteries of Your Option Agreementp. 23
Employee Stock Options: What They Are and How They Workp. 24
Basic Grant Datap. 25
Methods of Exercising Your Optionsp. 30
When the Unexpected Happensp. 32
Transferring Your Optionsp. 34
Other Clausesp. 35
Activityp. 36
Use the Web Site!p. 36
Option Agreement Worksheetp. 37
What You Need to Know About Taxesp. 39
Options and Taxesp. 40
Activityp. 42
Types of Incomep. 44
Summary of Basic Conceptsp. 45
Stock Option Tax Planningp. 45
Nonqualified Stock Optionsp. 46
Restricted Stock and the 83(b) Electionp. 48
Incentive Stock Optionsp. 50
The Alternative Minimum Taxp. 54
Using Stock Instead of Cash to Exercise Optionsp. 56
Activityp. 59
Use the Web Site!p. 59
Net Option Value Worksheetp. 59
Leverage: The Key to the Wealth-Creating Power of Your Optionsp. 61
The Hidden Power of Options: Leveragep. 62
Which to Hold--Which to Sellp. 68
Key Pointsp. 73
Activityp. 74
Use the Web Site!p. 74
Leverage Worksheet Ap. 74
Leverage Worksheet Bp. 75
Investment Risks of Your Optionsp. 77
Risk, What Risk?p. 79
Options as an Investmentp. 79
Basic Investment Riskp. 80
Measuring Riskp. 82
Market Riskp. 83
Business Riskp. 85
Evaluating Your Options as an Investmentp. 86
Managing the Risk of Your Optionsp. 90
Activityp. 93
Personal Risks of Your Optionsp. 95
Risk: The Possibility of Lossp. 95
Can You Afford to Take the Risk?p. 96
Feel the Valuep. 97
Critical Capital Riskp. 104
Activityp. 113
Use the Web Site!p. 113
Future Values Worksheetp. 115
Making the Most of Your Optionsp. 117
Five Steps to a Successful Exercise Strategyp. 119
Clarify Your Goalsp. 120
Quantify Your Goalsp. 121
Analyze Your Optionsp. 122
Consider the Taxesp. 123
Create a Strategyp. 123
Activityp. 124
Cashing In to Buy: Using Your Options to Buy What Your Paycheck Won'tp. 125
The Major Purchase: Cashing In to Buy a Carp. 126
A Larger Home: Cashing In to Move Upp. 131
Additional Income: Cashing In to Make Ends Meetp. 136
Activityp. 144
Use the Web Site!p. 144
Option Cash In Worksheetp. 145
Using Your Options to Reach Critical Capital and Financial Freedomp. 147
Case Study: Kent and Kellyp. 148
The Critical Capital Strategyp. 152
Impact of Expenses on Critical Capitalp. 153
Impact of Rate of Return on Critical Capitalp. 155
Solving Kent and Kelly's Dilemmap. 162
Solving Gary's Dilemmap. 165
Activityp. 168
Use the Web Site!p. 168
Critical Capital Calculation Worksheetp. 169
Protecting Your Financial Freedomp. 171
Case Study: Dave and Sallyp. 171
Protecting Your Critical Capitalp. 179
The Need to Sell the Stock--Some Historical Examplesp. 181
Impact of Volatility on Income-Producing Capitalp. 186
Protecting Dave and Sally's Critical Capitalp. 190
Activityp. 191
Use the Web Site!p. 191
Using Your Options for Others: Charitable and Estate Planningp. 193
Warning: Don't Do This on Your Own!p. 195
Estate and Gift Tax Basicsp. 195
Option-Giving Basicsp. 201
Potential Tax Savings: An Illustrationp. 203
Giving Beyond the Familyp. 206
Charitable-Giving Basicsp. 207
Charitable Trust: Solving Multiple Problemsp. 210
A Closing Wordp. 212
Changing Employers: Mergers, Acquisitions, and Taking a New Jobp. 213
Mergers and Acquisitionsp. 213
Before You Leave Your Current Jobp. 217
Before You Take a New Jobp. 221
Activityp. 231
Use the Web Site!p. 233
Facing Special Circumstances: Divorce, Disability, and Deathp. 235
Divorcep. 236
Disabilityp. 240
Deathp. 243
Activityp. 249
Use the Web Site!p. 251
Nuts and Bolts: The Mechanics of Exercising and Records You Need to Keepp. 253
Exercising Your Optionsp. 253
Records You Need to Keepp. 262
Activityp. 273
Use the Web Site!p. 273
Grant Exercise Recordp. 274
Post-Exercise Disposition and Sale Recordp. 275
Where to Turn When You Need More Helpp. 277
For More Informationp. 278
For Professional Helpp. 280
In Closingp. 285
Use the Web Site!p. 286
Indexp. 287
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